Integrate the Salesforce API with the Zoho Assist API

Setup the Salesforce API trigger to run a workflow which integrates with the Zoho Assist API. Pipedream's integration platform allows you to integrate Salesforce and Zoho Assist remarkably fast. Free for developers.

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Popular Ways to Connect Salesforce with Zoho Assist#

Create Session with Zoho Assist API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Assist

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Create Session with Zoho Assist API on New Outbound Message (Instant) from Salesforce (REST API) API

Salesforce + Zoho Assist

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Create Session with Zoho Assist API on New Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Assist

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Create Session with Zoho Assist API on New Updated Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Assist

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Get Session Reports with Zoho Assist API on New Deleted Record (Instant, of Selectable Type) from Salesforce (REST API) API

Salesforce + Zoho Assist

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Popular Salesforce and Zoho Assist Triggers#

New Deleted Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is deleted. See the documentation

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New Outbound Message (Instant) from the Salesforce API

Emit new event when a new outbound message is received in Salesforce.

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New Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected object type is created. See the documentation

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New Updated Record (Instant, of Selectable Type) from the Salesforce API

Emit new event when a record of the selected type is updated. See the documentation

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Popular Salesforce and Zoho Assist Actions#

Add Contact to Campaign with the Salesforce API

Adds an existing contact to an existing campaign. See the documentation

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Create Session with the Zoho Assist API

Create a remote support or screen sharing session. See the documentation

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Add Lead to Campaign with the Salesforce API

Adds an existing lead to an existing campaign. See the documentation

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Get Session Reports with the Zoho Assist API

Fetch the reports of previously conducted sessions. See the documentation

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Convert SOAP XML Object to JSON with the Salesforce API

Converts a SOAP XML Object received from Salesforce to JSON

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Overview of Salesforce#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Connect Salesforce#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    salesforce_rest_api: {
      type: "app",
      app: "salesforce_rest_api",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
      headers: {
        Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Zoho Assist#

The Zoho Assist API provides remote support and access functionalities, enabling automated session management, customer support, and IT operations. By integrating it with Pipedream, you can craft serverless workflows that respond to various triggers and perform actions like creating support sessions, fetching session details, or managing users. The API's versatility in Pipedream allows for streamlined coordination between support requests and responses, facilitating seamless IT support and management tasks.

Connect Zoho Assist#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoho_assist: {
      type: "app",
      app: "zoho_assist",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://assist.${this.zoho_assist.$auth.base_api_url}/api/v2/user`,
      headers: {
        "Authorization": `Zoho-oauthtoken ${this.zoho_assist.$auth.oauth_access_token}`,
      },
    })
  },
})

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